Fixed Income Insight

This publication captures the outcomes of our Global Fixed Income Strategic Forum that convened in March for two days of analysis and debate to formulate our forecasts and strategies for the second quarter.

In this edition:

• The impact of quantitative tightening
• The implications of the energy transition on utilities
• Deep dive into bank capital: Another look at CoCo’s

   "The shift to policy normalization, coupled with a high level of macro uncertainty, reinforces the importance of fundamental research in the identification of relative value opportunities"

Michael Cross
Global CIO, Fixed Income